Creating and managing Teams in Taxi

Learn about teams, how to create teams and how to add or delete users from a team.

Written by Richael Fletcher Updated over a week ago

In this article, we're going to cover why you would use teams, how to create teams and adding or removing users to teams.

Taxi has a feature that allows you to group your users into teams if required.

Each team can be given different permissions and different access to make sure the right people can see and edit the right projects and mailings.

Teams are useful when you have a lot of users in Taxi or when you need to give different permissions to different groups. e.g. you might want to give access to freelancers, without them being able to see anything confidential.

To add a new team:

Click 'Users and Teams' from the menu at the top of your Taxi screen

On the Teams tabSelect 'Create New'

Fill in the team details

Select 'Create Team'

On the teams tab select the teamDrag the users that you want to add to this team. Users can be in multiple teams with different permissions on each.

Give a team specific permissions:

On the Teams tab select a team

Select the Permissions tab

Select the things you want your team to be able to do e.g. edit, export etc

Choose whether you want the permission to be a Team or Global permissionTeam permissions are the most restrictive as the user will only be able to do that action as part of that specific teamGlobal permissions allow the user to do that action as part of any team